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| Happy Holidays!! thanks for using AUM13F!! |
| Ritter Daniher Financial Advisory LLC
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| CRD # | 321827 |
| SEC # | 801-125847 |
| CIK # | 0001844428 |
| AUM | $605.9 M (2025-03-04) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 513-233-0715 |
| Address | 7661 Beechmont Avenue Cincinnati, OH 45255 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001844428 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 11.7 | ||
| LCNB Corp | 9.9 | ||
| Apple Inc | 6.0 | ||
| J P Morgan Chase & Co | 2.2 | ||
| Amazon Com Inc | 2.0 | ||
| Cintas Corp | 2.0 | ||
| Microsoft Corp | 1.3 | ||
| FPL Group Inc | 1.2 | ||
| Pfizer Inc | 1.0 | ||
| Tesla Motors Inc | 0.9 | ||
| Costco Wholesale Corp /NEW | 0.8 | ||
| Alphabet Inc | 0.7 | ||
| Alphabet Inc | 0.7 | ||
| Chevron Corp | 0.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 292 | 153.5 |
| (b) Individuals (high net worth individuals) | 128 | 448.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.8 |
| (h) Charitable organizations | 2 | 2.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,318 | 605.9 |
| By Discretionary | ||
| Discretionary | 1,318 | 605.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,318 | 605.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 605.5 | |
| Total | 1,318 | 605.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001844428] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
NorthStar Asset Management Company LLC
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PA | 0.6 |
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R S Crum Inc
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CA | 0.6 |
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Bonnie WUSZ & Associates Inc
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CA | 0.6 |
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Great Diamond Partners LLC
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ME | 0.6 |
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Tython Capital LLC
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TX | 0.6 |
|
Seabridge Investment Advisors LLC
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NJ | 0.6 |
|
Fund Direct Advisors Inc
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|
NC | 0.6 |
|
Lighthouse Financial LLC
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|
FL | 0.6 |
|
Raab & Moskowitz Asset Management LLC
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|
NJ | 0.6 |
|
Safeguard Financial LLC
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|
0.6 |